Dividends are great for investors. They augur well for earnings growth, provide a degree of security in uncertain times, are likely to comprise a relatively high proportion of returns going forward and provide a relatively stable source of income.
Read MoreStephen Arnold from Aoris Investment Management explains to Informed Investor his firm’s preference for proven and established businesses over the new hot stock on the block.
Read MoreWarren Buffett’s annual shareholder letter reveals a massive change in the way Berkshire Hathaway measures its performance.
Read MoreI strongly believe there is a massive yield crunch coming in Australia. We saw it post GFC in the US, and in the local slowdown this cycle it will surface here too.
Read MoreSaxo Bank’s Ole Hansen discusses whether gold can protect an investor in times of economic recession.
Read MoreFive key global charts to watch as to whether this will be the case are: global business conditions PMIs; global inflation; the US yield curve; the US dollar; and global trade growth.
Read MoreThese five great charts focus on critical aspects of investing: the power of compound interest; the investment cycle; the roller coaster of investor emotion; the wall of worry; & time is on your side when investing.
Read MoreA sharp slowdown in China would be a double whammy for the Australian economy coming at the same time as the housing downturn. But while it’s a risk it’s not our base case. Rather our outlook for China’s economy to stabilise and growth to pick up a bit in the second half implies a reasonable – but not spectacular – outlook for commodity prices
Read MoreNewcrest Mining (NCM) after its quarterly has quickly risen to be one of my favourite large-cap stocks as it benefits from the Australian dollar falling (gold is rising faster in local currency terms), better production numbers and lower costs (currently at US$720/ounce).
Read MoreA Q&A on the Australian housing downturn: what’s driving home prices down; how far will they fall; what’s the impact on the economy.
Read MoreAt the start of every calendar year, everyone asks anyone what their best picks for the year are. Naturally, “best picks” usually refers to those ideas that will generate the biggest return but little if no attention is given to the volatility or the risk of that idea over the course of the year.
Read MoreDespite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Watch the US trade war, the Fed, global business conditions indicators, Chinese growth, politics and the Sydney and Melbourne property markets.
Read MoreIn this Informed Investor video James McBeath, Portfolio Manager at Paradice Investment Management explains what is behind the current volatility in global markets and examines the macroeconomic factors set to impact markets in 2019.
Read MoreA more cautious Fed should provide some support for markets although more falls are possible into early next year before markets bottom and head higher as investors realise the US/global economy is not going into recession soon.
Read MoreThe monthly survey from Bank America Merrill Lynch shows a deep bearishness now grips big global investors who have headed for safe havens like bonds.
Read MoreDouglas Isles from Platinum Asset Management explains how teamwork is just as much a key to success at the investment desk as it is on the sporting field.
Read MoreIn this article, Michael Collins from Magellan Asset Management discusses how another eurosceptic and indebted country is testing Brussels’s power over the eurozone project.
Read MoreAs 2018 draws to a close with continued volatility in global equity markets, consistent returns and solid long-term growth are becoming increasingly difficult to find. Steven Hall, Head of Direct Property at Australian-based fund manager Charter Hall, proposes Direct Property as an asset class that may fill that bill.
Read MoreAustralian growth has slowed again and while local shares are still great for income, global shares are likely to remain outperformers for capital growth in 2019.
Read MoreAfter the turmoil of 2018, the outlook for 2019 comes with greater than normal uncertainty. Here are the main things to keep an eye on in the year ahead.
Read MoreThe East Coast drought – now dipping into Victoria and the dry emerging parts of southern Western Australia – has seen Australia again cut its 2018-19 wheat harvest estimate to where it is now forecast to be the lowest since the GFC and the last big drought in 2008.
Read MoreEach of the pullbacks in the 2011 and 2015 were 1211 and 1294 points respectively. A pullback of the same magnitude in 2019 would generate a target of 5,000 which is in keeping with a natural correction.
Read MoreSo will a near $C600 million, five year series of tax breaks help the Canadian print media sector which has seen the best part of a third of all journalism jobs disappear since 2010 – 3,000 alone from Post Media, the country’s biggest print group in the last six years?
Read MoreTypically, a super fund cannot borrow as per the SIS Act, however by meeting specific criteria, the loan can be allowed and is designated a “limited recourse borrowing arrangement”.
Read MoreIs an Impact Investing opportunity that promises gross yields of 16% pa or more too good to be true?
Read MoreGiven the rise in volatility in global markets since the start of October, especially in China facing and tech stocks, you’d expect big fund managers to be all gloomy and worried.
Read MoreWarren Buffett has made another major investment switch to match the surprise of his move into Apple nearly three years ago and the move into airlines two years ago.
Read MoreGetting your personal finances right can be a challenge. Here are 13 tips that may be of use.
Read MoreIn this video interview with Informed Investor, Scott Kelly, Portfolio Manager at DNR Capital, explains what retirees can do to reduce their exposure to sequencing risk.
Read MoreIn this video interview with Informed Investor, David Williams from My Longevity discusses the importance of longevity in the financial planning process.
Read MoreWith volatility rearing its head in October, the question remains as to whether this will normalise, or increase towards year end and into 2019.
Read MoreSince April 2017, thousands of UK expats living in Australia have successfully transferred their UK pension to Australia. With over 1.2m UK expats currently residing in Australia, this remains one area that without doubt needs more attention from both advisers and investors alike.
Read MoreIt’s still too early to be sure that last month’s pullback in shares is over but we remain of the view that it was not the start of a deep bear market and that the trend in shares remains up.
Read MoreDr Don Hamson discusses which individuals, investing in their own names, may be impacted by the ALP proposal to no longer refund franking credits.
Read MoreThe continuing lack of investment prospects (outside of equities) has seen Warren Buffett’s Berkshire Hathaway repurchase nearly $US1 billion of its own shares in the three months to September.
Read MoreWhile the Comex gold price was falling 5.5% in the three months to September, a group of central banks was mopping up around $US5.8 billion worth of the yellow metal.
Read MoreFaltering US giant, General Electric continues to be a lesson for other companies and investors around the world.
Read MoreDeveloped market shares are not dirt cheap (and haven’t been for several years) but on most measures they are not at overvalued extremes. US shares are most at risk, but other markets are reasonable.
Read MoreTassal has become one of Australia’s largest prawn farmers and aims to lead the growth in Australia’s prawn aquaculture industry following its acquisition of the Fortune Group.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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